See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,841 | $87,166-29.1% | $76,735-19.4% | $137,256-54.9% |
| Participation rate | 45.8% | 74.4%-28.5pp | 69.5%-23.7pp | 80.0%-34.1pp |
| Annual return | 11.55% | 26.50%-15.0pp | 29.77%-18.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,068 | $2,904-63.2% | $2,454-56.5% | $4,156-74.3% |
| Participant deferral / active EE | $2,283 | $4,726-51.7% | $4,088-44.1% | $6,407-64.4% |
| Admin fee / account holder | $15,858 | $8,403+88.7% | $7,189+120.6% | $12,270+29.2% |